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Capital Group

PRI reporting framework 2020

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Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

Select the services and funds you offer
% of asset under management (AUM) in ranges
Fund management
Fund of funds, manager of managers, sub-advised products
Other
Total 100%

Further options (may be selected in addition to the above)

01.2. Additional information. [Optional]

In previous years Capital Group's UNPRI submission has been based upon one of our equity divisions (Capital Group International Inc.) being a signatory.  In 2018 Capital Group as a whole became a signatory to the UNPRI, our submission going forward will reflect this change.

Capital Group serves individual investors, financial intermediaries and institutions around the world through a broad range of products and services that include American Funds, one of the largest mutual fund families in the U.S. by assets under management.

Corporations, governments, pension and retirement plans, and nonprofit organizations rely on us to protect and grow their assets. We offer equity, fixed-income and balanced investment portfolios through separately managed accounts and pooled funds.  We provide practice management and investment services to help financial advisors and intermediaries develop highly effective solutions and portfolios for their clients.  We help millions of individual investors around the world meet their financial goals. We are the home of American Funds in the U.S., and also offer investment funds and mutual funds in Australia, Canada, Europe and Japan. 

Since 1974, we have cultivated relationships with high-net-worth clients that span generations. Through Capital Group Private Client Services we offer investment and trust services for wealthy individuals and families, nonprofits and private foundations.

As a private firm with an independent charter, we are focused on doing what’s right for investors over the long term. In offices throughout Asia, Australia, Europe and North America, almost 7,800 associates make the needs of our investors their top priority every day.


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

United States

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

7783 FTE

02.4. Additional information. [Optional]


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2019

04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Indicate the assets which are subject to an execution and/or advisory approach. Provide this figure based on the end of your reporting year

04.5. Additional information. [Optional]


OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity >50% 81.9 0 0
Fixed income 10-50% 18.02 0 0
Private equity <10% 0.1 0 0
Property 0 0 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Fund of hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Money market instruments 0 0 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]


OO 07. Fixed income AUM breakdown

07.1. Provide to the nearest 5% the percentage breakdown of your Fixed Income AUM at the end of your reporting year, using the following categories.

Internally managed
50 SSA
10 Corporate (financial)
20 Corporate (non-financial)
20 Securitised
Total 100%

OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

95.3 Developed Markets
3.2 Emerging Markets
0 Frontier Markets
1.5 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]

We do not break out Frontier from Emerging. ‘Emerging’ is dedicated Emerging Markets strategies only and does not include Emerging Markets holdings in Global and Regional strategies. 


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